Resources

Expert opinion
In this article Theresa Lloyd reviews How people decide what to support The importance of who asks Donors’ experience of asking What about fundraisers? How are they regarded by donors...
WISE, Philanthropy Advisors
Organisation
WISE, philanthropy advisors, supports donors and their families in fulfilling their philanthropic aspirations. Using its knowledge and experience on the realities of social action, it intends to provide donors with a personalized, confidential and tailored service throughout the different steps of their philanthropic engagements.
Report
U.S Trust, Bank of America Private Wealth and the Philanthropic Initiative (TPI)
A new study from the USA which reveals disconnects in the philanthropic conversation between HNW individuals and professional advisors which centre on the initiation and substance of the philanthropic conversations...
Report
CFA Institute
"Too few financial advisers take the initiative when it comes to engaging clients on the question of philanthropy. Yet, having a meaningful conversation about charitable giving is an effective way...
Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...
Report
National Committee for Responsive Philanthropy
In this report, NCRP contends that strategic philanthropy is limited by its top-down, technocratic approach and recommends the use of approaches familiar to social justice philanthropy to address these limitations...
Book
By:
Caroline Fiennes
Some charities achieve much more than others, and some donors are more helpful than others - some `help' actually hinders charities. Wouldn't you rather that your donations achieved a lot rather than a little? This book shows how to do that, explaining what you need to know and what you need to do. Packed with information, insights and examples - plus eclectic tales from Oprah Winfrey, Albert Einstein, Private Eye and Harvard Business Review - it's invaluable whether you're giving money, time or anything else, and whether you're a school-child, a company or a billionaire.
Book
By:
Peter Grant
Essential reading for developing a deeper understanding of the theory and practice of Philanthropy and its evolution.
Report
Monitor Group LLP
The combination of the new ecology and the responses to it suggests that philanthropy has entered a fascinating and perplexing moment of transition. The old norms and practices don't fee...
Report
Monitor Group LLP
This report shows how long-term trends are combining to create a new reality for every gift and giver. One result is that anyone who wants to give has more choices...

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